TaxCaddy made the process of identifying and submitting the complete set of documents my tax professional needed so much easier and clearer to manage. Easy and smart interface for managing documents and communication with my tax professional!
Elissa Dedinsky, a user of TaxCaddy, would be very likely to recommend for this reason:
TaxCaddy simplified the process, made it easy for my tax team to contact me to collect my documents, expedited the process of receiving my return, and overall made the process go smoothly. It also reminded me to add in documents to my return that otherwise, I would have left out. It made submitting everything very efficient and easy.
It took far less time to get documents to the tax preparer and for her to prepare our return. So we were able to file earlier and at a more convenient time for us. It saved so much time previously spent in gathering and sending documents to our tax preparer and it was EASY.
Based on a response of 10 to the question “On a scale of 0-10, how likely would you be to recommend TaxCaddy?”
TaxCaddy Customer Testimonial
I tend to be challenged when it comes to using the computer, but I found TaxCaddy very easy to use. I know how busy tax season is for everyone involved with the preparation of my taxes, so I found using it to connect to the staff very convenient. I usually looked at it in off-hours, so it was nice to fill it in/use it on my own schedule.